---
schema_version: "1"
id: 23ac401bec8e4a2ea3deeafb196d8f00b0ec041589f4653a31e89faf4fa56558
title: Customizing Order Management Service Flows
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/commerce/264-0-0/om_flow_customizations.md
canonical_url: https://help.salesforce.com/s/articleView?id=commerce.om_flow_customizations.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: efb3eca39d71386b46fdfd5d51be3a5080768b581214921b09315ddac424a814
description: The Order Management service flows let customer service representatives (CSRs) help customers with their orders. You can use the provided flows as is, and you can also expand and customize them. Here are some common customizations that you can implement.
products:
  - Commerce
  - Salesforce Order Management
release: "264"
---
# Customizing Order Management Service Flows

The Order Management service flows let customer service representatives (CSRs) help customers with their orders. You can use the provided flows as is, and you can also expand and customize them. Here are some common customizations that you can implement.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d37411e38">Flow</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d37411e41">Configuration</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="Flow" class="slds-cell-wrap" style="vertical-align:top;" headers="d37411e38 ">Cancel</td>

            <td data-label="Configuration" class="slds-cell-wrap" style="vertical-align:top;" headers="d37411e41 ">
              <p><a href="https://help.salesforce.com/s/articleView?id=commerce.om_flow_cancel_all.htm&amp;release=264.0.0&amp;type=5" title="You can use all Order Management service flows out of the box, and you can also customize a flow and expand its functionality. This customization lets a Customer Service Representative (CSR) cancel all eligible items from an order in a single process. You can enable Cancel All in the Cancel Item flow. If you’ve created your Cancel Item flow after the Winter ‘26 release, Cancel All is already enabled on your org.">Cancel All</a>: Cancel all
                eligible items in an order.</p>
              <p><a href="https://help.salesforce.com/s/articleView?id=commerce.om_flow_customize_product_selector_fields.htm&amp;release=264.0.0&amp;type=5" title="You can use all Order Management service flows out of the box, and you can also customize a flow and expand its functionality. This customization tailors which fields a customer service representative sees when selecting products.">Customize Product
                  Selector Fields</a>: Add fields such as name, SKU, or total to the product
                selector.</p>
              <p><a href="https://help.salesforce.com/s/articleView?id=commerce.om_flow_set_bulk_action.htm&amp;release=264.0.0&amp;type=5" title="You can use all Order Management service flows out of the box, and you can also customize a flow and expand its functionality. Bulk actions let your customer service representatives perform the same action on multiple selected products, up to 100.">Enable Bulk
                  Settings</a>: Let CSRs service orders in bulk.</p>
              <p><a href="https://help.salesforce.com/s/articleView?id=commerce.om_flow_enable_product_bundles.htm&amp;release=264.0.0&amp;type=5" title="You can use all Order Management service flows out of the box, and you can also customize a flow and expand its functionality. This customization lets customer service representatives process product bundles.">Process Product Bundles</a>: Let
                CSRs process product bundles.</p>
              <p style="margin-bottom:0;"><a href="https://help.salesforce.com/s/articleView?id=commerce.om_flow_configure_default_fee.htm&amp;release=264.0.0&amp;type=5" title="You can use all Order Management service flows out of the box, and you can also customize a flow and expand its functionality. This customization ensures consistency across service fees and saves time while processing an order by setting a default fee.">Set Up a
                  Default Fee</a>: Configure a fee for returns or cancellations.</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="Flow" class="slds-cell-wrap" style="vertical-align:top;" headers="d37411e38 ">Discount</td>

            <td data-label="Configuration" class="slds-cell-wrap" style="vertical-align:top;" headers="d37411e41 ">
              <p><a href="https://help.salesforce.com/s/articleView?id=commerce.om_flow_make_discount_available.htm&amp;release=264.0.0&amp;type=5" title="You can use all Order Management service flows out of the box, and you can also customize a flow and expand its functionality. This customization defines whether a customer service representative can apply a discount to items that are already in the fulfillment process.">Allow Discounts
                  for Allocated Items</a>: Make discounts available for allocated items.</p>
              <p><a href="https://help.salesforce.com/s/articleView?id=commerce.om_flow_customize_product_selector_fields.htm&amp;release=264.0.0&amp;type=5" title="You can use all Order Management service flows out of the box, and you can also customize a flow and expand its functionality. This customization tailors which fields a customer service representative sees when selecting products.">Customize Product Selector
                  Fields</a>: Add fields such as name, SKU, or total to the product
                selector.</p>
              <p><a href="https://help.salesforce.com/s/articleView?id=commerce.om_flow_set_bulk_action.htm&amp;release=264.0.0&amp;type=5" title="You can use all Order Management service flows out of the box, and you can also customize a flow and expand its functionality. Bulk actions let your customer service representatives perform the same action on multiple selected products, up to 100.">Enable Bulk Settings</a>: Let CSRs service orders
                in bulk.</p>
              <p><a href="https://help.salesforce.com/s/articleView?id=commerce.om_flow_enable_reason_text.htm&amp;release=264.0.0&amp;type=5" title="You can use all Order Management service flows out of the box, and you can also customize a flow and expand its functionality. This customization gives customer service representatives more flexibility when tracking a return or discount by providing an empty field to add a reason.">Enable Reason Text</a>: Give CSRs an empty text
                field to provide a reason for the action that they’re taking.</p>
              <p><a href="https://help.salesforce.com/s/articleView?id=commerce.om_flow_enable_product_bundles.htm&amp;release=264.0.0&amp;type=5" title="You can use all Order Management service flows out of the box, and you can also customize a flow and expand its functionality. This customization lets customer service representatives process product bundles.">Process Product
                  Bundles</a>: Let CSRs process product bundles.</p>
              <p style="margin-bottom:0;"><a href="https://help.salesforce.com/s/articleView?id=commerce.om_flow_discount_amount_tax.htm&amp;release=264.0.0&amp;type=5" title="You can use all Order Management service flows out of the box, and you can also customize a flow and expand its functionality. This customization sets the discount tax type based on your store’s locale. Depending on the discount tax type, when a customer service representative discounts an amount off an order, the amount either does or doesn’t include the tax amount. You can set a discount tax type in the discount flow.">Set Discount Tax Type</a>: Configure how taxes are
                calculated for discounts based on your tax policy.</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="Flow" class="slds-cell-wrap" style="vertical-align:top;" headers="d37411e38 ">Even Exchange</td>

            <td data-label="Configuration" class="slds-cell-wrap" style="vertical-align:top;" headers="d37411e41 ">
              <p><a href="https://help.salesforce.com/s/articleView?id=commerce.om_flow_pdp_inventory_check.htm&amp;release=264.0.0&amp;type=5" title="You can use all Order Management service flows out of the box, and you can also customize a flow and expand its functionality. This customization lets customer service representatives (CSR) see whether a product is in stock from the product detail page. The inventory check helps reduce out-of-stock errors by giving the CSR up-to-date stock information before they add an item to a cart.">Enable Inventory Checks</a>: Reduce out-of-stock
                errors by showing the inventory of an item on the product detail page.</p>
              <p style="margin-bottom:0;"><a href="https://help.salesforce.com/s/articleView?id=commerce.om_flow_oci_customize.htm&amp;release=264.0.0&amp;type=5" title="You can use all Order Management service flows out of the box, and you can also customize a flow and expand its functionality. However, some service flows require customization to work with Omnichannel Inventory. This customization requires an Order Management Growth license.">Enable Omnichannel Inventory</a>: Some flows need
                additional support before Omnichannel Inventory can work.</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="Flow" class="slds-cell-wrap" style="vertical-align:top;" headers="d37411e38 ">Exchange RMA</td>

            <td data-label="Configuration" class="slds-cell-wrap" style="vertical-align:top;" headers="d37411e41 ">
              <p><a href="https://help.salesforce.com/s/articleView?id=commerce.om_flow_configure_default_fee.htm&amp;release=264.0.0&amp;type=5" title="You can use all Order Management service flows out of the box, and you can also customize a flow and expand its functionality. This customization ensures consistency across service fees and saves time while processing an order by setting a default fee.">Set Up a Default Fee</a>: Configure a fee for
                returns or cancellations.</p>
              <p><a href="https://help.salesforce.com/s/articleView?id=commerce.om_flow_pdp_inventory_check.htm&amp;release=264.0.0&amp;type=5" title="You can use all Order Management service flows out of the box, and you can also customize a flow and expand its functionality. This customization lets customer service representatives (CSR) see whether a product is in stock from the product detail page. The inventory check helps reduce out-of-stock errors by giving the CSR up-to-date stock information before they add an item to a cart.">Enable Inventory Checks</a>: Reduce out-of-stock
                errors by showing the inventory of an item on the product detail page.</p>
              <p><a href="https://help.salesforce.com/s/articleView?id=commerce.om_flow_oci_customize.htm&amp;release=264.0.0&amp;type=5" title="You can use all Order Management service flows out of the box, and you can also customize a flow and expand its functionality. However, some service flows require customization to work with Omnichannel Inventory. This customization requires an Order Management Growth license.">Enable Omnichannel Inventory</a>: Some flows need
                additional support before Omnichannel Inventory can work.</p>
              <p><a href="https://help.salesforce.com/s/articleView?id=commerce.om_flow_enable_reason_text.htm&amp;release=264.0.0&amp;type=5" title="You can use all Order Management service flows out of the box, and you can also customize a flow and expand its functionality. This customization gives customer service representatives more flexibility when tracking a return or discount by providing an empty field to add a reason.">Enable Reason Text</a>: Give CSRs an empty text
                field to provide a reason for the action that they’re taking.</p>
              <p style="margin-bottom:0;"><a href="https://help.salesforce.com/s/articleView?id=commerce.om_flow_enable_product_bundles.htm&amp;release=264.0.0&amp;type=5" title="You can use all Order Management service flows out of the box, and you can also customize a flow and expand its functionality. This customization lets customer service representatives process product bundles.">Process Product
                  Bundles</a>: Let CSRs process product bundles.</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="Flow" class="slds-cell-wrap" style="vertical-align:top;" headers="d37411e38 ">Order on Behalf Of</td>

            <td data-label="Configuration" class="slds-cell-wrap" style="vertical-align:top;" headers="d37411e41 ">
              <p><a href="https://help.salesforce.com/s/articleView?id=commerce.om_flow_pdp_inventory_check.htm&amp;release=264.0.0&amp;type=5" title="You can use all Order Management service flows out of the box, and you can also customize a flow and expand its functionality. This customization lets customer service representatives (CSR) see whether a product is in stock from the product detail page. The inventory check helps reduce out-of-stock errors by giving the CSR up-to-date stock information before they add an item to a cart.">Enable Inventory Checks</a>: Reduce out-of-stock
                errors by showing the inventory of an item on the product detail page.</p>
              <p><a href="https://help.salesforce.com/s/articleView?id=commerce.om_flow_oci_customize.htm&amp;release=264.0.0&amp;type=5" title="You can use all Order Management service flows out of the box, and you can also customize a flow and expand its functionality. However, some service flows require customization to work with Omnichannel Inventory. This customization requires an Order Management Growth license.">Enable Omnichannel Inventory</a>: Some flows need
                additional support before Omnichannel Inventory can work.</p>
              <p style="margin-bottom:0;"><a href="https://help.salesforce.com/s/articleView?id=commerce.om_flow_enable_product_bundles.htm&amp;release=264.0.0&amp;type=5" title="You can use all Order Management service flows out of the box, and you can also customize a flow and expand its functionality. This customization lets customer service representatives process product bundles.">Process Product
                  Bundles</a>: Let CSRs process product bundles.</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="Flow" class="slds-cell-wrap" style="vertical-align:top;" headers="d37411e38 ">Reship</td>

            <td data-label="Configuration" class="slds-cell-wrap" style="vertical-align:top;" headers="d37411e41 ">
              <p><a href="https://help.salesforce.com/s/articleView?id=commerce.om_flow_customize_product_selector_fields.htm&amp;release=264.0.0&amp;type=5" title="You can use all Order Management service flows out of the box, and you can also customize a flow and expand its functionality. This customization tailors which fields a customer service representative sees when selecting products.">Customize Product Selector
                  Fields</a>: Add fields such as name, SKU, or total to the product
                selector.</p>
              <p><a href="https://help.salesforce.com/s/articleView?id=commerce.om_flow_oci_customize.htm&amp;release=264.0.0&amp;type=5" title="You can use all Order Management service flows out of the box, and you can also customize a flow and expand its functionality. However, some service flows require customization to work with Omnichannel Inventory. This customization requires an Order Management Growth license.">Enable Omnichannel Inventory</a>: Some flows need
                additional support before Omnichannel Inventory can work.</p>
              <p style="margin-bottom:0;"><a href="https://help.salesforce.com/s/articleView?id=commerce.om_flow_enable_product_bundles.htm&amp;release=264.0.0&amp;type=5" title="You can use all Order Management service flows out of the box, and you can also customize a flow and expand its functionality. This customization lets customer service representatives process product bundles.">Process Product
                  Bundles</a>: Let CSRs process product bundles.</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="Flow" class="slds-cell-wrap" style="vertical-align:top;" headers="d37411e38 ">Return Items</td>

            <td data-label="Configuration" class="slds-cell-wrap" style="vertical-align:top;" headers="d37411e41 ">
              <p><a href="https://help.salesforce.com/s/articleView?id=commerce.om_flow_enable_unreferenced_refund.htm&amp;release=264.0.0&amp;type=5" title="You can use all Order Management service flows out of the box, and you can also customize a flow and expand its functionality. This customization lets you process returns as unreferenced refunds. Unreferenced refunds are disconnected from the original payment method, so the funds can be returned to any credit type. You can enable unreferenced refunds in the return and RMA flows.">Allow Multiple
                  Credit Types for Refunds</a>: Configure what credit sources are available for
                refunds.</p>
              <p><a href="https://help.salesforce.com/s/articleView?id=commerce.om_flow_customize_product_selector_fields.htm&amp;release=264.0.0&amp;type=5" title="You can use all Order Management service flows out of the box, and you can also customize a flow and expand its functionality. This customization tailors which fields a customer service representative sees when selecting products.">Customize Product
                  Selector Fields</a>: Add fields such as name, SKU, or total to the product
                selector.</p>
              <p><a href="https://help.salesforce.com/s/articleView?id=commerce.om_flow_set_bulk_action.htm&amp;release=264.0.0&amp;type=5" title="You can use all Order Management service flows out of the box, and you can also customize a flow and expand its functionality. Bulk actions let your customer service representatives perform the same action on multiple selected products, up to 100.">Enable Bulk
                  Settings</a>: Let CSRs service orders in bulk.</p>
              <p><a href="https://help.salesforce.com/s/articleView?id=commerce.om_flow_enable_reason_text.htm&amp;release=264.0.0&amp;type=5" title="You can use all Order Management service flows out of the box, and you can also customize a flow and expand its functionality. This customization gives customer service representatives more flexibility when tracking a return or discount by providing an empty field to add a reason.">Enable Reason Text</a>: Give CSRs an
                empty text field to provide a reason for the action that they’re
                taking.</p>
              <p><a href="https://help.salesforce.com/s/articleView?id=commerce.om_flow_enable_product_bundles.htm&amp;release=264.0.0&amp;type=5" title="You can use all Order Management service flows out of the box, and you can also customize a flow and expand its functionality. This customization lets customer service representatives process product bundles.">Process Product
                  Bundles</a>: Let CSRs process product bundles.</p>
              <p style="margin-bottom:0;"><a href="https://help.salesforce.com/s/articleView?id=commerce.om_flow_configure_default_fee.htm&amp;release=264.0.0&amp;type=5" title="You can use all Order Management service flows out of the box, and you can also customize a flow and expand its functionality. This customization ensures consistency across service fees and saves time while processing an order by setting a default fee.">Set Up a
                  Default Fee</a>: Configure a fee for returns or cancellations.</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="Flow" class="slds-cell-wrap" style="vertical-align:top;" headers="d37411e38 ">Return Management Authorization (RMA)</td>

            <td data-label="Configuration" class="slds-cell-wrap" style="vertical-align:top;" headers="d37411e41 ">
              <p><a href="https://help.salesforce.com/s/articleView?id=commerce.om_flow_enable_unreferenced_refund.htm&amp;release=264.0.0&amp;type=5" title="You can use all Order Management service flows out of the box, and you can also customize a flow and expand its functionality. This customization lets you process returns as unreferenced refunds. Unreferenced refunds are disconnected from the original payment method, so the funds can be returned to any credit type. You can enable unreferenced refunds in the return and RMA flows.">Allow Multiple
                  Credit Types for Refunds</a>: Configure what credit sources are available for
                refunds.</p>
              <p><a href="https://help.salesforce.com/s/articleView?id=commerce.om_flow_customize_product_selector_fields.htm&amp;release=264.0.0&amp;type=5" title="You can use all Order Management service flows out of the box, and you can also customize a flow and expand its functionality. This customization tailors which fields a customer service representative sees when selecting products.">Customize Product
                  Selector Fields</a>: Add fields such as name, SKU, or total to the product
                selector.</p>
              <p><a href="https://help.salesforce.com/s/articleView?id=commerce.om_flow_set_bulk_action.htm&amp;release=264.0.0&amp;type=5" title="You can use all Order Management service flows out of the box, and you can also customize a flow and expand its functionality. Bulk actions let your customer service representatives perform the same action on multiple selected products, up to 100.">Enable Bulk
                  Settings</a>: Let CSRs service orders in bulk.</p>
              <p><a href="https://help.salesforce.com/s/articleView?id=commerce.om_flow_enable_reason_text.htm&amp;release=264.0.0&amp;type=5" title="You can use all Order Management service flows out of the box, and you can also customize a flow and expand its functionality. This customization gives customer service representatives more flexibility when tracking a return or discount by providing an empty field to add a reason.">Enable Reason Text</a>: Give CSRs an
                empty text field to provide a reason for the action that they’re
                taking.</p>
              <p><a href="https://help.salesforce.com/s/articleView?id=commerce.om_flow_enable_product_bundles.htm&amp;release=264.0.0&amp;type=5" title="You can use all Order Management service flows out of the box, and you can also customize a flow and expand its functionality. This customization lets customer service representatives process product bundles.">Process Product
                  Bundles</a>: Let CSRs process product bundles.</p>
              <p style="margin-bottom:0;"><a href="https://help.salesforce.com/s/articleView?id=commerce.om_flow_configure_default_fee.htm&amp;release=264.0.0&amp;type=5" title="You can use all Order Management service flows out of the box, and you can also customize a flow and expand its functionality. This customization ensures consistency across service fees and saves time while processing an order by setting a default fee.">Set Up a
                  Default Fee</a>: Configure a fee for returns or cancellations.</p>
            </td>

          </tr>
        </tbody>
      </table>